Steven Wickstrom is a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team work with high net worth families, individuals, and successful business owners to help them develop and review financial goals. His approach involves creating personalized financial strategies designed to pursue clients’ long-term objectives through wealth management strategies tailored to their specific circumstances. Steven's expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, retirement income, legacy planning, and portfolio management services. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Steven earned his bachelor’s degree from The Ohio State University and is affiliated with professional organizations such as the National Association of Plan Advisors and FINRA. In line with the Merrill tradition, Steven is involved in local community events and dedicates time to volunteering within his community. Outside of work, he has personal interests in cooking, fishing, golfing, hunting, running, and watching movies.

Sarah Moghari is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she focuses on understanding clients’ individual priorities and developing personalized strategies to help them pursue their financial goals. Sarah’s expertise encompasses a range of areas including general investing, retirement planning, and saving for unexpected events. She works closely with clients to address their personal ambitions such as funding education, planning for retirement lifestyle needs and potential healthcare costs, and achieving long-term family objectives. She emphasizes simplicity and transparency in wealth planning to make the process accessible and engaging. Sarah holds a Bachelor’s Degree and a Master of Business Administration (MBA) from John Carroll University. She has earned the Personal Investment Advisor (PIA) designation and communicates with clients in English, Farsi, and Spanish.

John Slyman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He leads Slyman Wealth Management, focusing on developing customized wealth management strategies tailored to individual client financial goals. John is a qualified Portfolio Manager who manages personalized or defined investment strategies on a discretionary basis, including individual stocks and bonds, model portfolios, and third-party investment strategies. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also designated as a Personal Investment Advisor (PIA). He graduated from Cleveland State University with a Bachelor's degree in Finance and is a graduate of St. Edward High School. From 2019 through 2024, John has been recognized on Forbes' "Best-in-State Wealth Advisors" list. He is committed to providing appropriate wealth strategies and clearly communicating these to clients, supported by an experienced team. Outside of his professional career, John is a former board member of the St. Edward High School alumni association. He resides in Westlake with his wife Elisa and their children, Jaeden and Eliana. His personal interests include baseball, fishing, football, golfing, hiking, reading, running, skiing, and spending time with his family.

Michael Hartnett is a Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop and implement comprehensive wealth plans tailored to their financial goals. He focuses on building trusting partnerships to help clients feel comfortable and confident with their plans. Michael has been with Fidelity Investments since 2020, serving first as a Financial Consultant and currently as a Vice President, Financial Consultant. Prior to that, he worked as a Senior Associate at Paragon Advisors, Inc. from 2012 to 2020.

Amanda Ptak is the Vice President and Wealth Planner, currently serving as a Financial Consultant at Fidelity Investments since 2023. She has extensive experience in financial advising, having held roles such as Private Client Financial Advisor and Premier Advisor at Citizens Securities, Inc. from 2015 to 2023. Amanda began her career in the banking sector, working as a Senior Relationship Banker at Citizens Bank and a Relationship Banker at PNC Bank. Her expertise encompasses wealth planning and retirement income strategies tailored to individual client needs. Amanda collaborates with clients to develop personalized financial strategies aimed at providing peace of mind, freedom, and flexibility. Her professional focus includes helping individuals and families prepare for life's financial milestones and create sustainable retirement plans.

Daniel Mott is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 following a 20-year career in engineering. His engineering background provides him with analytical and problem-solving skills that he applies to help clients achieve their financial goals. Daniel’s expertise includes personal retirement planning, portfolio management services, and retirement income. He assists families, business owners, and professionals in growing and preserving their wealth to live life on their terms. Daniel holds a Bachelor of Science degree from The Ohio State University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Daniel enjoys hiking, skiing, and traveling.

David Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a key member of the KMM Group based in Pepper Pike and Westlake, Ohio. He has been with Merrill/Bank of America since 2010 and joined the KMM Group as a Financial Advisor in 2017. David's professional background includes roles such as Associate Market Executive for Merrill's Northeast Ohio Market, where he led the Financial Advisor Development Program, and Wealth Management Banking Regional Manager covering Ohio, Pennsylvania, Michigan, Kentucky, and Missouri. Prior to Merrill, he held positions in Middle Market Commercial Real Estate Lending, Retail Banking, and Insurance. David specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing, and retirement income. He holds a bachelor's degree and a Master of Business Administration, both from Cleveland State University, and is a Personal Investment Advisor (PIA). David has been involved with Trinity Lakewood Community Outreach and participates in hunger relief activities and efforts addressing food insecurity and low-cost housing in Greater Cleveland. He lives in Westlake, Ohio with his wife and their four children.